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Pricing Plans Using Segmented Aggregations

If you want to use a Segmented Aggregation to price up one of your Product Plans, the Pricing Editor is designed to help you quickly price the segments you've defined for the Aggregation. This topic explains how to use the Segmented Aggregation described in the Segmented Aggregations topic to price a Plan.

If you've set up a Compound Aggregation that references Segmented Aggregations, you can also use this to Price Plans:

• Pricing with Compound Aggregations Based on Segmented Aggregations

To price a Plan using a Segmented Aggregation:

1. Select Pricing>Pricing Editor. The Pricing page opens.

2. In the Product drop-down, select the Product for which you want to add a Plan to price up.

3. Select Add Plans. A Select Plans popup appears and lists the Plans created for the Product.

4. Select the Plan or Plans you want to price and select Confirm. You are returned to the Pricing page where the selected Plan is shown. A warning states that no pricing has yet been configured for the Plan.

5. Select Add aggregations. A Select Aggregations popup appears listing the Aggregations created for the Product.

6. Select the Segmented Aggregation you want to use to price the Plan and select Confirm. The popup closes, you are returned to the Pricing Editor where the Segmented Aggregation is shown ready for pricing. A warning states that no active pricing is yet configured.

7. Select Edit segmented pricing. The Pricing>Segments page opens:

• An Aggregation details and Plan Details panel are shown.

• A pricing grid allows you to create the pricing for each segment value you have configured for the Segmented Aggregation:

8. To configure a price for a segment value, select Create Pricing. A Pricing page opens for the segment value, which mimics the Pricing page for a simple Aggregation that is not segmented - you can use either a Pricing Wizard workflow or choose to use the Advanced Pricing configuration options. See Creating a Pricing for a Plan for more guidance.

9. Use the Pricing page to configure the precise pricing you want to apply to the segment value and select Create Pricing.

10. Repeat Steps 8 and 9 to create the pricing for all segment values:

In this example, we've used the Pricing Wizard to set up single unit pricing for each of the six segments.

11. When you return to the Pricing Editor, you'll see the pricing you've configured using the Segmented Aggregation has been saved - in this example 6/6 (6 of 6) segments are now priced:

Pricing with Compound Aggregations Based on Segmented Aggregations

You cannot define segments directly for a Compound Aggregation. However, if you've created a Compound Aggregation that references one or more Segmented Aggregations, you can also use the Compound Aggregation to price a Plan by segments defined for the Segmented Aggregations:

• The Compound Aggregation does not inherit any of the pricings for segments you might have configured when using the referenced Segmented Aggregations to price Plans.

• The segments set up on the referenced Segmented Aggregations are available to the Compound Aggregation to price a Plan by:

  • If only one Segmented Aggregation is referenced, then all of the segments are available for pricing using the Compound Aggregation.

  • If two or more Segmented Aggregations are referenced, then the segments available for pricing are restricted to those segments that are defined in common or intersect across any of the referenced Segmented Aggregations - see below Compound Aggregations - Segments Available.

To price with Compound Aggregation based on Segmented Aggregations:

1. Select Pricing>Pricing Editor. The Pricing page opens.

2. In the Product drop-down, select the Product for which you want to add a Plan to price up.

3. Select Add Plans. A Select Plans popup appears and lists the Plans created for the Product.

4. Select the Plan or Plans you want to price and select Confirm. You are returned to the Pricing page where the selected Plan is shown. A warning states that no pricing has yet been configured for the Plan.

5. Select Add compound aggregations. A Select Compound Aggregations popup appears listing the Aggregations created for the Product.

6. Select the Compound Aggregation based on Segmented Aggregations you want to use to price the Plan and select Confirm. The popup closes, you are returned to the Pricing Editor, and the Segmented Aggregation is shown ready for pricing. A warning states that no active pricing is yet configured for any of the available segments:

7. Select Edit segmented pricing. The Pricing>Segments page opens:

• An Aggregation details and Plan Details panel are shown.

• A pricing grid allows you to create the pricing for each available segment configured for the referenced Segmented Aggregations:

In this example, Hiring Check Compound1 references a single Segmented Aggregation - Hiring Check - which has six segments defined and therefore there are 6 segments available to price, but we've chosen to price only 4/6 (4 of 6) segments:

Compound Aggregations - Segments Available

The Segments available for pricing using a Compound Aggregation depends on how many Segmented Aggregations are referenced:

• If a single Segmented Aggregation is referenced, then all segments defined are available.

• If two or more are referenced, then only those segments defined in common or which intersect across the referenced Segmented Aggregations are available.

For example, suppose we've set up Hiring Check 1 Aggregation and defined the following segments on it for "location" and "type" fields:

1
{"location" : "China", "type" : "Extended"}
2

3
{"location" : "China", "type" : "Complete"}
4

5
{"location" : "USA", "type" : "Extended"}
6

7
{"location" : "USA", "type" : "Standard"}
8

9
{"location" : "UK", "type" : "Standard"}
10

11
{"location" : "UK", "type" : "Complete"}

We've then set up a second Hiring Check 2 Aggregation and defined the following segments on it for "location" and "type" fields:

1
{"location" : "China", "type" : "Standard"}
2

3
{"location" : "China", "type" : "Complete"}
4

5
{"location" : "USA", "type" : "Complete"}
6

7
{"location" : "USA", "type" : "Standard"}
8

9
{"location" : "UK", "type" : "Extended"}
10

11
{"location" : "UK", "type" : "Complete"}

If we now create a Compound Aggregation - Hiring Check Compound - that references both Hiring Check 1 and Hiring Check 2, then only the following three segments will be available to Hiring Check Compound:

1
{"location" : "China", "type" : "Complete"}
2

3
{"location" : "USA", "type" : "Standard"}
4

5
{"location" : "UK", "type" : "Complete"}

Next: Managing and Editing Priced Plans and Plan Templates

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